John Estrella (CRD# 5830523) is an Investment Advisor Representative working at Able Financial Planning in West Brookfield, MA and has over 13 years of experience in the finance industry. John Estrella has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4385290
Lpl Financial LLC
CRD# 6423673
Ubs Financial Services Inc.
CRD# 1748546
Ubs Financial Services Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Able Financial Planning Inc. | West Brookfield, MA | Apr 2016 - Current | 8 |
Able Financial Planning Inc. | West Brookfield, MA | Apr 2016 - Current | 8 |
Able Mortgage Inc. | West Brookfield, MA | Mar 2016 - Current | 8 |
John P. Estrella Dba Able Mortgage Company | Berkley, MA | Oct 2005 - Jan 2020 | 14 |
The Prudential Insurance Company Of America | Warwick, RI | Aug 2010 - Mar 2016 | 5 |
Pruco Securities, LLC | Warwick, RI | Aug 2010 - Mar 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Sep 2010 |
S65 | NASAA Investment Advisors Law Examination | Jan 2012 |
- MA
-
Total Assets Under Management0MILLIONS
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Total Number of Accounts6ACCOUNTS
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Average Account Value$50,000
- A percentage of assets under your management
- Hourly charges
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
MA
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